Carson Wealth (CWM LLC)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$67.8K	Hold	1,505	–	–	﹤0.01%	3575
2025 Q4	$67K	Sell	1,505 -247	-14%	-$11K	﹤0.01%	3385
2025 Q3	$77K	Buy	1,752 +200	+13%	+$8.51K	﹤0.01%	3181
2025 Q2	$63K	Sell	1,552 -2,164	-58%	-$83.4K	﹤0.01%	3094
2025 Q1	$142K	Buy	3,716 +2,188	+143%	+$90.8K	﹤0.01%	2142
2024 Q4	$64K	Buy	1,528 +263	+21%	+$11.5K	﹤0.01%	2609
2024 Q3	$54K	Sell	1,265 -185	-13%	-$7.63K	﹤0.01%	2633
2024 Q2	$57K	Sell	1,450 -3,435	-70%	-$136K	﹤0.01%	2386
2024 Q1	$203K	Sell	4,885 -15,921	-77%	-$624K	﹤0.01%	1519
2023 Q4	$814K	Buy	20,806 +1,973	+10%	+$69.4K	﹤0.01%	892
2023 Q3	$656K	Buy	18,833 +18,787	+40,841%	+$693K	﹤0.01%	892
2023 Q2	$2K	Sell	46 -390	-89%	-$13.8K	﹤0.01%	3826
2023 Q1	$15K	Buy	+436	New	+$15.9K	﹤0.01%	2702
2022 Q1	–	Sell	-458	Closed	-$19K	–	3760
2021 Q4	$19K	Buy	+458	New	+$20.4K	﹤0.01%	2024
2017 Q4	–	Sell	-2,723	Closed	-$75K	–	1541
2017 Q3	$75K	Hold	2,723	–	–	﹤0.01%	449
2017 Q2	$71K	Buy	+2,723	New	+$70.1K	﹤0.01%	428

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NUSC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q1 2026 at 1,505 shares worth $67.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

Carson Wealth (CWM LLC) first reported a position in NUSC in Q2 2017 and has held it in 16 quarters since. The position peaked at $814K in Q4 2023. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Carson Wealth (CWM LLC) held 1,505 shares of Nuveen ESG Small-Cap ETF worth $67.8K as of Q1 2026.
Carson Wealth (CWM LLC) left its Nuveen ESG Small-Cap ETF share count unchanged in Q1 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3575 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen ESG Small-Cap ETF in Q2 2017 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s Nuveen ESG Small-Cap ETF position peaked at $814K in Q4 2023.
266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.